Core Insights - The emerging sector of AI-driven "manhua dramas" has garnered significant attention in the capital market, with 10 brokerage firms expressing optimism about its development prospects within a short span from October 24 to 28 [1][2] Market Overview - The manhua drama market is expected to reach a scale of approximately 200 billion yuan this year, with its revenue projected to be one-third of that of short dramas by 2025 [2][3] - The market has seen explosive growth, with a reported 603% increase in the number of new works launched in the past six months, totaling 3,000 [2][4] Industry Dynamics - Major industry players, including Yuewen Group, are actively investing in the manhua drama ecosystem by opening up 100,000 premium IPs and establishing a 100 million yuan creation fund [2][5] - The manhua drama industry chain is becoming more complete, with a clear commercial model emerging that includes IP reserves, adaptation, production, and commercialization [3][6] Technological Impact - AI technology is a key driver of the manhua drama market, significantly reducing production costs and time compared to traditional short dramas [4][5] - The integration of AI in the production process has led to a cost reduction from 2,000-5,000 yuan per minute to 1,000-2,500 yuan, with efficiency improvements of 50%-80% in various production stages [4][5] Investment Opportunities - Brokerage firms recommend focusing on three main areas for investment: leading manhua drama platforms with traffic advantages, companies with strong IP/ copyright reserves in the web literature and animation sectors, and firms with technological advantages in AIGC video tools [6][7] - Companies with strengths in content creation across comics, web literature, and animation, as well as those with AI technology capabilities, are expected to benefit significantly from the growth of the manhua drama sector [6][7]
五天十家机构接连唱好 AI漫剧赛道投资机会多
Zheng Quan Shi Bao·2025-10-28 18:21